Happy New Year! Here’s what we’re doing to improve your client experience!

Can you believe it’s 2022? Mike Fusco and his team at Fusco Orsini & Associates wish you and yours a HAPPY and HEALTHY NEW YEAR.

I’m sure you have big plans for 2022, both personally and professionally. We have big projects in motion, and most of our goals revolve around improving our relationship with you; we want to deliver the best customer experience possible!

Without further ado, Mike explains improvements coming to you, as well as some reminders about features to take advantage of now.

SMALLER TEAM FOR MORE PERSONALIZATION

We made changes at the end of 2021 to improve your customer experience right away. We broke the agency into teams, with each broker (Mike, Valeri, Daniel, Brent, Melanie, and Ray) leading account managers and customer service representatives. The smaller groups allow each to know you better, know your account, and understand your needs.

You can find all of the teams’ contact information by visiting the brokers’ page below.

Team Fusco: https://foagency.com/meet-michael-fusco/

Team Orsini: https://foagency.com/meet-valeri-orsini/

Team Morton: https://foagency.com/meet-daniel-morton/

Team Cherniss: https://foagency.com/meet-brent-cherniss/

Team McCann: https://foagency.com/meet-melanie-mccann/

Team Ramirez: https://foagency.com/meet-ray-ramirez/

AN IMPROVED CERTIFICATE OF INSURANCE PROCESS

We understand that requesting and tracking your insurance certificate is burdensome. And the challenge of managing insurance certs becomes incredibly challenging for contractors’ insurance, especially when it comes to general liability additional insured endorsements. We don’t want you to struggle with certificates or spend money on hiring a person to handle your certificate issuance.

*Remember to ask about our certificate compliance and tracking service.

Instead, we provide each client with a free CSR24 client portal, where all certificates are loaded and retained. We will improve the portal by creating a custom form to load your information to save you from duplicate input. We also plan to show you all certificates previously issued, so you can quickly request a reissue. We plan to complete this project by the end of Q1, 2022.

A CHATBOT FOR OUR WEBSITE AND PORTAL

We understand that not all chatbots provide an enhanced client experience, hence building our own. The chatbot will reside on our website and client portal and gather information from your file.

Our goal is to deliver items quickly and painlessly, such as ID cards, certificates, and billing information. But don’t worry – our team will remain available to assist through the chat function whenever you need us!

MORE OF THE SAME GREAT PRODUCTS AND SERVICES

We will continue to allow our customers to communicate with us in any format. Our award-winning text lines provide real-time access to our broker teams, and they are easily remembered by sharing the landline number. You may continue to call and email, and we are ready to assist.

We plan to contract with new insurance companies in 2022 to continue delivering the best products in the marketplace. Our partnership with two companies will commence soon. Rest assured that we constantly develop new offerings if we believe they will best serve our clients.

REMEMBER OUR REFERRAL PROGRAM

We mailed out hundreds of Amazon gift cards for your referrals in 2021, and we want to do the same in 2022. Please remember that for every referral to which we earn their business, you will receive a $25.00 Amazon gift card in the mail. I placed the referral form below!

WHAT’S NEXT?

We want to hear from you! What are we doing well? Where do we need improvement? Please call Mike Fusco to discuss at (858) 384-1507! Thanks again for visiting us!